| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Branson FLOYD FINANCIAL GROUP LLC | 221,976 | $10.21M | $10.33M | $114,558.88 | 1.12% |
Andrea Butler Sequent Planning LLC | 30,612 | $1.45M | $1.42M | -$25,013.9 | -1.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 137 | $6,528 | $6,375.29 | -$152.71 | -2.34% |
Chandler te Velde Maia Wealth LLC | 10,142 | $478,559.29 | $471,856.55 | -$6,702.74 | -1.4% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 11,943 | $575,435.42 | $555,648.07 | -$19,787.35 | -3.44% |
James Morris FMA Wealth Management, LLC | 308,677 | $14.61M | $14.36M | -$251,187.66 | -1.72% |
Margaret Nickens Elm3 Financial Group, LLC | 8,808 | $407,200.91 | $409,792.2 | $2,591.29 | 0.64% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 861,280 | $40.55M | $40.09M | -$462,568.28 | -1.14% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 8,715 | $413,950.69 | $405,465.37 | -$8,485.32 | -2.05% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 255,479 | $12M | $11.89M | -$115,870.58 | -0.97% |
Jennifer Lutz Trademark Financial Management, LLC | 229,244 | $10.81M | $10.67M | -$141,749.42 | -1.31% |
Kevin Kuhn Kuhn & Co Investment Counsel | 20,616 | $967,349.78 | $959,365.56 | -$7,984.22 | -0.83% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 261,526 | $12.22M | $12.18M | -$46,105.47 | -0.38% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,921 | $90,441 | $89,393.73 | -$1,047.27 | -1.16% |
Mark Finney McCarthy & Cox | 13,752 | $653,907.25 | $640,013.95 | -$13,893.3 | -2.12% |
James J. Karabas Embree Financial Group | 187,979 | $8.88M | $8.73M | -$150,736.69 | -1.7% |
Janice M. Powell Diversify Advisory Services, LLC | 7,009 | $328,930.11 | $326,129.47 | -$2,800.64 | -0.85% |
Brady Green GGM Financials LLC | 1,223 | $58,154 | $56,918.05 | -$1,235.95 | -2.13% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 37,212 | $1.77M | $1.73M | -$38,433.52 | -2.17% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 48,925 | $2.3M | $2.28M | -$24,946.86 | -1.08% |